Gamma Wealth Group Pty Ltd
3 Oracle Boulevard, Broadbeach Queensland 4218
About Gamma Wealth Group Pty Ltd
Welcome to Gamma Wealth Group Pty Ltd, located at Broadbeach, Oracle Boulevard, 3 in Australia. We are a privately owned establishment that specializes in finance and is considered a point of interest for individuals seeking financial advice, asset management, and superannuation services.
As an institution operating under our own AFSL (Australian Financial Services Licence), we are able to provide you with genuine advice that is focused on your specific financial goals. Our core principles revolve around offering the right advice and developing strong, long-term relationships in order to achieve favorable financial outcomes that both preserve and grow your wealth.
At Gamma Wealth Group, we understand that your financial needs are unique. That's why we tailor our services to create personalized investment strategies that align with your lifestyle and cater to what you want to achieve today, not just tomorrow. Our team of experts can assist you and your family at every stage of life, so why wait? Let us start providing you with valuable advice today.
Through our subsidiary, Gamma Advisory, we take a holistic approach to financial planning by considering your total lifestyle and financial situation before making recommendations. Our advice covers various areas, including asset management, where Gamma Asset Management offers clients a discretionary portfolio management service. With a dedicated investment committee and a proven track record of delivering strong returns, Gamma Asset Management is suitable for family offices, not-for-profit organizations, high net worth private investors, self-managed super funds, and financial intermediaries seeking expert advice.
Additionally, we offer an alternative to a Self-Managed Super Fund (SMSF) called The Super Fund Co. This service provides investors with direct access to their super investments and personalized advice for their super and future. Our goal is to guide you along your retirement journey and ensure that you receive the best possible advice at an affordable price.
Gamma Wealth Group was founded in February 2009 by Fraser, who wanted to establish an independent, client-focused advisory firm that offered a full range of services. Fraser's extensive experience includes working with reputable institutions such as J B Were & Son, Merrill Lynch Australia, and Citi Smith Barney. He sits on the investment committee and is a director of Gamma Advisory, Gamma Asset Management, and The Super Fund Co. Fraser holds relevant qualifications, including a Bachelor of Business and a Graduate Diploma in Financial Planning.
Chris, another key member of our team, has a background in foreign exchange trading and risk management. With over 20 years of experience in the financial industry, Chris has worked for both national and international investment companies before joining Gamma Wealth Group. His expertise in Exchange Traded Options (ETO's) allows him to enhance income for suitable client portfolios. Chris has obtained necessary accreditations and is RG146 compliant.
Vanessa, our office manager, has more than 10 years of experience in the financial services industry. She started her career at Citi Smith Barney, where she gained valuable experience working with financial advisers. Since joining Gamma Wealth Group in 2009, Vanessa has continued to expand her knowledge and experience within the industry. As the office manager, she ensures a functional office environment while providing administrative support to our advisers and their clients. Vanessa is also RG146 compliant.
Quinn, our client service associate, is currently completing his university qualifications in Law and Commerce majoring in Financial Planning. Upon completion, he will be looking to sit the Financial Adviser exam, fulfilling the requirements to become a qualified financial adviser. Quinn's goal is to continue learning and expanding his knowledge while gaining more exposure to the industry.
At Gamma Wealth Group, we have had the privilege of offering our clients opportunities to invest in recent new issues and capital raisings. We believe in providing our clients with access to diverse investment opportunities that align with their financial goals.
Whether you are seeking financial advice, asset management, or superannuation services, Gamma Wealth Group is here to assist you. Contact us today and let our team of experts help you achieve your financial aspirations.
Photos of Gamma Wealth Group Pty Ltd
Suite 315E, Level 3/3 Oracle Bvd, Broadbeach QLD 4218, Australia
Opening hours of Gamma Wealth Group Pty Ltd
Monday:
08:00 - 16:30
Tuesday:
08:00 - 16:30
Wednesday:
08:00 - 16:30
Thursday:
08:00 - 16:30
Friday:
08:00 - 16:30
Saturday:
Closed
Sunday:
Closed
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